Inviting Your Team
Bring teammates into your agency workspace so everyone works from the same client list.
Inviting a member
Open team settings
In your workspace settings, open the Team section.
Send the invite
Enter your teammate's email address and choose their access.
They join your workspace
Once they accept, they work from the same client list as you — no duplicate setup, no copied logins.
Access and scoping
Access can be scoped per client, so a team member only sees the brands they work on. That's what makes a shared agency workspace safe: an account manager sees their accounts, while admins see the whole portfolio.
Scope by default. Give freelancers and client-side collaborators access to only their own brand. You can always widen access later — un-sharing a portfolio is messier.
Seats and plans
The number of team seats depends on your plan — see Plans & Pricing.